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Aventura Private Wealth’s Carriage Services CSV Stock Holding History

Aventura Private Wealth’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$153 Hold
4
– – ﹤0.01% 964
2026
Q1 		$183 Hold
4
– – ﹤0.01% 880
2025
Q4 		$169 Hold
4
– – ﹤0.01% 840
2025
Q3 		$178 Hold
4
– – ﹤0.01% 785
2025
Q2 		$183 Hold
4
– – ﹤0.01% 758
2025
Q1 		$155 Hold
4
– – ﹤0.01% 762
2024
Q4 		$159 Buy
+4
New +$148 ﹤0.01% 734

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Aventura Private Wealth's CSV Position: Q2 2026 in Review

Aventura Private Wealth held its Carriage Services (CSV) position steady in Q2 2026 at 4 shares worth $153. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Aventura Private Wealth first reported a position in CSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $183 in Q1 2026. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Aventura Private Wealth held 4 shares of Carriage Services worth $153 as of Q2 2026.
  • Aventura Private Wealth left its Carriage Services share count unchanged in Q2 2026.
  • Carriage Services made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #964 holding.
  • Aventura Private Wealth first reported a position in Carriage Services in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Carriage Services position peaked at $183 in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.